富途集团
2027 Fresh Grad Hire - Assistant Relationship Manager
RESPONSIBILITIES
岗位职责
- Assist Relationship Manager to manage key partner relationship to achieve business targets;
- Explore new business opportunities in order to company strategy;
- Building tight relationship with high-net-worth clients to complete team AUM and revenue target;
- Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile;
- Support marketing team to build high-net-worth activities based on the team resources;
- Responsible for serving high-net-worth clients, including account opening, maintenance, and related tasks. Manage credit quality and monitor margin levels.
- Work on ad hoc projects and tasks assigned by the management.
REQUIREMENTS
任职要求
- Bachelor's degree or above, preferably in Finance, Economics, or a related field;
- Excellent command of spoken and written English, Mandarin and Cantonese ;
- High level of customer-centric mindset to deliver exceptional quality services for customers;
- Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
Open to candidates graduating between January 2026 and August 2027.
信息来自企业官方招聘渠道
OfferSeek 对公开岗位信息进行聚合、去重和结构化整理,最终申请以企业官方页面为准。
